Overview
U.S. home healthcare provider's Q4 revenue rose 26% yr/yr
Net income for Q4 increased 31% yr/yr
Company announced a new share repurchase program for 2026
Outlook
Viemed expects 2026 net revenue between $310 mln and $320 mln
Company forecasts 2026 adjusted EBITDA between $65 mln and $69 mln
Net capital expenditures expected to be 10% to 11.5% of 2026 net revenue
Result Drivers
ACQUISITION CONTRIBUTION - Revenue growth partly driven by 2025 acquisition of Lehan's Medical Equipment
PATIENT COUNT INCREASE - PAP therapy and sleep resupply patient counts increased 62% and 49% respectively
Company press release: ID:nACSTKJGxa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$76.18 mln
$77.70 mln (2 Analysts)
Q4 Net Income
$5.82 mln
Q4 Gross Profit
$44.10 mln
Q4 Income from Operations
$8.37 mln
Q4 Pretax Profit
$8.007 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the healthcare facilities & services peer group is "buy"
Wall Street's median 12-month price target for Viemed Healthcare Inc is $13.00, about 45.3% above its March 3 closing price of $8.95
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 14 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)